HSWS
IWF icon

Higgins & Schmidt Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Higgins & Schmidt Wealth Strategies’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
9,295
-877
-9% -$106K 0.48% 23
2026
Q1 		$1.08M Buy
10,172
+2,764
+37% +$314K 0.5% 25
2025
Q4 		$877K Sell
7,408
-44
-0.6% -$5.21K 0.42% 26
2025
Q3 		$873K Sell
7,452
-44
-0.6% -$4.9K 0.44% 24
2025
Q2 		$796K Buy
+7,496
New +$717K 0.44% 25

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's IWF Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.6% in Q2 2026, selling an estimated $106K and leaving 9,295 shares worth $1.15M. The position accounts for 0.48% of the portfolio, ranked #23.

Higgins & Schmidt Wealth Strategies first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. 1,311 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 9,295 shares of iShares Russell 1000 Growth ETF worth $1.15M as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 877 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $106K.
  • iShares Russell 1000 Growth ETF made up 0.48% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #23 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,311 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.